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Investments

Whether you're looking to build your wealth or saving for something specific, we have an investment solution to help you achieve your goals.

  • No initial contribution fee on many of our managed funds when you invest directly with Perpetual*.
  • Our choice of managed funds offers access to all major asset classes, managed by Perpetual and other leading investment managers.
  • Easily manage your investments with features such as online access, regular savings plans and auto-rebalancing or by using our investment administration service.
  • We have been recognised by industry awards including the 2009 AFR Smart Investor Blue Ribbon Awards Fund Manager of the Year.

Investment products at a glance

Managed funds
Minimum investment Description                                                                      View all managed funds
 Perpetual WealthFocus Investment Advantage
$2,000
  • Designed for investors seeking wide investment choice with more than 80 investment options across all major asset classes. 
  • Offers unique tax advantages – no capital gains tax when switching investment options and on partial withdrawals. 
  • Investment options to suit different investor risk profiles from both Perpetual and external fund managers.
Perpetual Cash Management Fund
$2,000
  • Designed for investors seeking a cash fund that aims to provide regular income and capital stability. 
  • Invests in deposits, money markets and fixed income securities. 
  • Same day processing of withdrawals

Perpetual's Monthly Income Fund
$2,000
  • Designed for investors seeking regular income (via monthly distributions) and investment security. Invests in quality mortgages, deposits, money-market and fixed income securities.
Perpetual Select Investment Funds
$5,000
  • Designed for investors who want a practical solution to easily manage and diversify their investments 
  • Choose from a range of multi-manager funds - six single-asset class and six multi-asset class funds.
Perpetual Wholesale Funds
$50,000
  • Designed for investors who seek to benefit from substantially lower fees for initial investments of $50,000 or more. 
  • Choose from a range of single and multi-asset class funds managed by Perpetual.
Structured products
Perpetual Protected Investments More Info
  • Series 1, 2 and 3 are now closed to new investors.

Our structured products are only available through a financial adviser. If you have any questions we recommend you speak to your financial adviser.
Investment administration
Perpetual Portfolio Administration Service More Info
  • Designed for investors who want full control of their investments, but wish to outsource administrative, compliance or regulatory aspects of managing their portfolio(s). 
  • Access a wide of choice of investments which we administer on your behalf (or have us administer your existing investments). 
  • Receive consolidated investment and tax reporting across your entire portfolio.

 

Can't see your product in the list above?

See information on our other products. 

*Where an an initial contribution fee is payable on managed funds, investors who invest directly with Perpetual receive a rebate equivalent to the value of the entry fee from Perpetual Trustee Company Limited or another Perpetual company.

Ways to invest

Phone 1800 022 033

Learn more about

Information for NZ investors